iShares Lehman Aggregate Bond shares owned by Strategies Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Strategies Wealth Advisors
from 13F filings
Historical chart of Strategies Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Strategies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $738k | 7.3k | 101.27 |
| 2024-06-30 | $568k | 5.9k | 97.07 |
| 2024-03-31 | $616k | 6.3k | 97.94 |
| 2023-12-31 | $645k | 6.5k | 99.25 |
| 2023-09-30 | $642k | 6.8k | 94.04 |
| 2023-06-30 | $852k | 8.7k | 97.95 |
| 2023-03-31 | $705k | 7.1k | 99.64 |
| 2022-12-31 | $854k | 8.8k | 96.99 |
| 2022-06-30 | $980k | 9.6k | 101.68 |
| 2022-03-31 | $673k | 6.3k | 107.10 |
| 2021-12-31 | $860k | 7.5k | 114.08 |
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